BTC iShares China Large-Cap ETF

An aging population is likely to keep global economic growth muted in the years to come. This is primarily because the dynamics of the population are rapidly changing.

On May 21, 2015, HP (HPQ) officially announced the sale of its 51% share in H3C Technologies to China-based Tsinghua Holdings subsidiary, Unisplendour.

China (FXI) exported 5.56 million metric tons of steel in December, a yearly fall of 1.9%.

Many companies are shifting their focus toward AI, which has been increasing the competition for NVIDIA (NVDA).

Nvidia (NVDA) took the stage in the past three months by launching a series of Pascal GPUs aimed at high-end and mainstream customers. Nvidia’s fiscal 3Q17 earnings are expected to be released in the first week of November.

Cisco Systems’ (CSCO) Switching business revenue has fallen 4.0% YoY (year-over-year) to $10.5 billion in the first nine months of fiscal 2017.

On a year-over-year basis, China’s industrial production increased to 6.0% in May 2016. That’s the same pace as April.

In some aspects, 2018 looked like 2015 for investors. Like in 2015, China’s (BABA) slowdown spooked investors in 2018.

Emerging markets such as China and international markets such as Japan have contributed significantly to Apple’s Services segment over the years.

While there is no denying that China (FXI) needs stimulus measures to kickstart its slowing economy, any propping up needs to be done in a way to avoid another debt-fueled crisis.

With a fleet of almost 20 self-driving cars, Google now averages ~10,000 self-driving miles per week. Google claims that its cars have 75 years of US adult driving experience.

In a press conference on June 14 on its annual Article Four Staff Report, the IMF provided a positive assessment of China’s economy.

Mobileye reported 37% year-over-year growth in the company’s second-quarter revenues as the adoption of its ADAS solutions increased.

In fiscal 1Q16, Advanced Micro Devices reported strong guidance for fiscal 2Q16, whereas behemoths Intel and Qualcomm reported weak guidance.

Key threats to the company include higher labor costs and greater regulation. After the Bangladesh factory tragedy, stricter regulations can be expected.

The Nikkei India Manufacturing PMI for April 2017 matched its reading for the previous month.

Japan’s import and export dynamics The below graph provides a clearer picture of the import and export dynamics of the Japanese economy. By using 2005 as a base year and adjusting for inflation or deflation, the graph shows how exports and imports have changed on a “real” basis, as opposed to a “nominal” basis. Viewing […]

Real estate and construction are the two important drivers of China’s economic growth. They account for more than 20% of China’s gross domestic product (or GDP) when you also factor in cement, steel, chemicals, furniture and other related industries.

Today, another round of trade talks started in Beijing.

Looking at revenue synergies, we see that Fairchild’s strong portfolio in the high voltage and medium voltage power semiconductor market complements ON’s low voltage and small-signal market.

China has been an important element in Skechers’ success in international markets. Sales from China rose to $220 million in 2015 from $86 million in 2014.

Malaysia’s trade surplus jumped to 9.9 billion Malaysian ringgit (MYR) (about $2.3 billion as of August 11, 2017) in June 2017—an 80% rise YoY.

Druckenmiller’s firm bought 710,200 shares of Alibaba (BABA) in 2Q17. The holding accounted for nearly 5.4% of the firm’s portfolio in 2Q17.

NVIDIA’s (NVDA) revenue declined due to weakness in the Gaming and Data Center segments.

A study by Bank of America Merrill Lynch noted that US labor is 2.6 times more expensive than Chinese labor, which could increase Apple’s product prices by 20%.

A change in yen appreciation? The below graph reflects a potential big change in Japan post-2012—has yen appreciation turned the corner as a result of post-2012 “Abenomics“? In the mid 1970’s, the U.S. dollar bought 300 yen, and by the mid-1980’s, the U.S. dollar bought 250 yen. By the end of the 1980s, the dollar […]

Aluminum inventories with London Metal Exchange (or LME) registered warehouses have declined this year. Aluminum inventories have been on a decline for almost two years.

Qualcomm (QCOM) is a leader in the mobile market, with its chips powering 95% of the world’s smartphones.

Continued sluggishness in computer market  In the previous part, we discussed Symantec’s (SYMC) latest acquisition of LifeLock. PC (personal computer) shipments fell for the eighth consecutive quarter in 3Q16. Gartner said that this was “the longest duration of decline in the history of the PC industry.” Let’s discuss how this acquisition is going to enhance its […]

Alibaba’s (BABA) war on fake goods on its marketplaces has been widely criticized as being weak or lacking direction.

According to a Wall Street Journal report, China’s cloud computing player 21Vianet Group, a Microsoft partner, will set up a joint venture with Tsinghua Unigroup.

The key to unlocking success is for Blue Apron to convince consumers that the food items the company delivers are just as fresh as items bought in person from a supermarket.

Microsoft has extended its partnership with Lenovo, a leading vendor in the PC space, because it generates the majority of its revenue from the PC market.

According to Jon Peddie Research, NVIDIA’s new RTX 2080 AIB would cost gamers $800 in September, $880 in the fourth quarter, and $1,000 in the first quarter of 2019.

In the past year, US crude oil was more correlated with iron ore than copper. In August 2015, the correlation between crude oil and iron ore touched 75.5%.

When asked in a recent interview his thoughts about the short-term and medium-term investment story, Jurrien Timmer said that the main issue for the market other than geopolitical risks is its valuation.

Despite exceeding analysts’ estimates, IBM stock fell after the earnings announcement on April 18, 2016. It was IBM’s 16th consecutive quarter of revenue decline.

Residential investments in Japan The below graph reflects the ongoing decline in the rate at which residential investments are being made in Japan. As with other forms of fixed investment noted earlier in this series, Japan has seen a long-term decline in the housing market since the peak of the economic bubble, which was accompanied […]

With the recent fall, some of these emerging markets have certainly become very cheap compared to most of the developed markets.

Jim Chanos, the billionaire investor and a well-known short seller in the hedge fund industry, said at the Delivering Alpha Conference on Tuesday, September 12, 2017, that he is continuing his short position in Tesla (TSLA).

In this series, we’ll take a look at the key highlights of NIO’s fourth-quarter earnings release.

Emerging markets (IEMG) (AAXJ) are expected to grow at a healthy pace of 4% in 2016 and see even higher growth in 2017.

After enjoying strong cash flows from its Qualcomm Technology Licensing segment, Qualcomm’s licensing model came under the scrutiny of several regulators.

NXP Semiconductors (NXPI) stock rose 11% after hours yesterday following rumors of South Korean tech giant Samsung’s (SSNLF) interest in NXP.

Micron Technology (MU) and stocks related to the memory market and China (FXI) fell due to a temporary injunction in China.

A rising dollar has and will continue to put downward pressure on oil prices, causing trouble for the energy sector (XLE).

Exports from Malaysia in June 2017 stood at 73.1 billion Malaysian ringgit (MYR) (about $17 billion as of August 11, 2017), or 10% higher YoY.

SIA and SEMI supported the administration’s objective but stated that tariffs would not end China’s unfair trade practices.

After the announcement of the United Kingdom’s election outcome on June 9, 2017, global markets showed mixed responses.

In this series, we’ll analyze the manufacturing and services activity of China, India, and Brazil (EEM) in December 2017.